Dynasty Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,771
| Closed | -$5.59M | – | 255 |
|
|
2025
Q1 | $5.59M | Buy |
10,771
+80
| +0.7% | +$41.5K | 0.09% | 54 |
|
|
2024
Q4 | $5.41M | Sell |
10,691
-165
| -2% | -$83.5K | 0.09% | 64 |
|
|
2024
Q3 | $6.35M | Sell |
10,856
-789
| -7% | -$461K | 0.19% | 40 |
|
|
2024
Q2 | $5.93M | Buy |
11,645
+159
| +1% | +$81K | 0.17% | 48 |
|
|
2024
Q1 | $5.68M | Buy |
+11,486
| New | +$5.68M | 0.18% | 41 |
|
|
2018
Q4 | – | Sell |
-1,684
| Closed | -$448K | – | 95 |
|
|
2018
Q3 | $448K | Buy |
+1,684
| New | +$448K | 0.58% | 45 |
|